We are live on ! Find out more
EW icon

Edwards Lifesciences

1,204 hedge funds and large institutions have $36.6B invested in Edwards Lifesciences in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 387 increasing their positions, 489 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $257M | Put options by funds: $178M

1.04% more ownership

Funds ownership: 85.24%86.28% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

3% less capital invested

Capital invested by funds: $37.6B → $36.6B (-$950M)

2% less funds holding

Funds holding: 1,2261,204 (-22)

21% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 489

Holders
1,204
Holders Change
-22
Holders Change %
-1.79%
% of All Funds
16.14%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
121
Increased
387
Reduced
489
Closed
123
Calls
$257M
Puts
$178M
Net Calls
+$79.4M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
SWC
901
Spectrum Wealth Counsel
Indiana
$224K -$3.94K -55 -2%
PF
902
Phoenix Financial
Israel
$222K -$2.95M -41,244 -93%
PCA
903
Pallas Capital Advisors
Massachusetts
$222K +$220K +3,068 New
CIC
904
Carnegie Investment Counsel
Ohio
$221K -$64.4K -900 -22%
LWMM
905
Legacy Wealth Management (Mississippi)
Mississippi
$221K -$790K -11,036 -78%
FMC
906
First Merchants Corp
Indiana
$220K -$530K -7,405 -71%
BCM
907
Bourgeon Capital Management
Connecticut
$219K -$9.38K -131 -4%
CNBT
908
Cornerstone National Bank & Trust
Illinois
$217K
EFMC
909
Empire Financial Management Company
New York
$217K
MAC
910
Mason & Associates (California)
California
$216K -$292K -4,080 -58%
SWM
911
Spire Wealth Management
Virginia
$216K -$8.66K -121 -4%
BIM
912
Bridges Investment Management
Nebraska
$216K -$743K -10,384 -78%
CIG
913
Cascade Investment Group
Colorado
$215K
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$213K +$137K +1,916 +187%
VC
915
Vestor Capital
Illinois
$213K -$5.15K -72 -2%
TCOV
916
Trust Company of Vermont
Vermont
$213K -$13.6K -190 -6%
CFG
917
Citizens Financial Group
Rhode Island
$213K +$210K +2,933 New
UB
918
UMB Bank
Missouri
$212K -$131K -1,837 -39%
SMA
919
Sage Mountain Advisors
Georgia
$211K +$209K +2,916 New
LSA
920
Leonteq Securities AG
Switzerland
$211K -$228K -3,190 -52%
WGC
921
Watts Gwilliam & Co
Arizona
$210K +$208K +2,900 New
SM
922
Sciencast Management
New Jersey
$208K +$206K +2,872 New
SC
923
Schulhoff & Co
Ohio
$207K +$204K +2,856 New
WA
924
Wealth Architects
California
$205K -$2.86K -40 -1%
EWM
925
Evermay Wealth Management
Virginia
$205K +$18.1K +253 +10%

EW Hedge Fund Activity: Q1 2025 in Review

1,204 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2025, worth a combined $36.6B — down 2.5% from $37.6B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of EW and 121 opened new positions — a net loss of 2 holders — while 489 trimmed existing stakes and 387 added.

The largest buyer was JP Morgan Chase, adding an estimated $509M. The largest seller was Wellington Management Group, cutting an estimated $292M.

  • 1,204 institutional investors held Edwards Lifesciences (EW) as of Q1 2025, down from 1,226 in Q4 2024.
  • Funds reported $36.6B of Edwards Lifesciences stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2025 and 123 closed out, a net change of -2 holders.
  • The largest Edwards Lifesciences buyer in Q1 2025 was JP Morgan Chase, an estimated $509M added.
  • The largest Edwards Lifesciences seller in Q1 2025 was Wellington Management Group, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2025.